Permissions/Role for Managing Portal Access

[Martyn Houghton]

Within our organisaiton, our 1st Tier team deal with the setup and password reset of our external customers who use our Self Service.

The facility to add and maintain portal accounts is within the Admin tool and I will need to give them access to this, but only the 'Portal Accounts' and 'Guest Accounts' functions. Is this currently possible using existing permissions options?

Cheers

Martyn

[TrevorKillick]

Hi Martyn 

Apologies for the late response.

There is not currently a default role to handle this functionality.

Having a quick look they will need the Contacts Admin Role (If creating / updating) :



And System Rights A: Manage Portals , Update Portals (If they are going to be associating and contacts).

There will be additional Table Rights i have missed here.

Please let Me Known if you need any further assistance.

Kind Regards

Trevor Killick

[Martyn Houghton]

Trevor

Thanks. I created a copy of the Contact Admin Role and added the Update Portals to it as the standard role had Manage Portals associated already. I will give it a go and comeback to you if I hit any issues with the Table Rights.

Cheers

Martyn

[Martyn Houghton]

Just for information if anyone else is setting this up, you will also need Organisation Admin role as well, if you want the users to be able to add new contact organisations etc.

Cheers

Martyn